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GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
+4.92%
1 Year Est. Return
+38.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
+$2.05M
Cap. Flow %
0.64%
Top 10 Hldgs %
28.47%
Holding
205
New
1
Increased
88
Reduced
6
Closed
4

Top Buys

Rank Stock Value
1
BBUC
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
+$1.63M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$598K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.14M
2
BBU
Brookfield Business Partners
BBU
+$1.6M
3
NVDA icon
NVIDIA
NVDA
+$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

Rank Sector Weight
1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
51
Blackrock
BLK
$164B
$2.4M 0.74%
2,499
+55
+2% +$57.9K
AVGO icon
52
Broadcom
AVGO
$1.82T
$2.34M 0.72%
7,544
– –
BAM icon
53
Brookfield Asset Management
BAM
$74B
$2.29M 0.71%
51,522
+1,366
+3% +$66.7K
SOXX icon
54
iShares Semiconductor ETF
SOXX
$44.2B
$2.21M 0.69%
6,734
+208
+3% +$71K
LLY icon
55
Eli Lilly
LLY
$1.07T
$2.2M 0.68%
2,391
– –
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.14M 0.66%
16,087
+678
+4% +$95.5K
TAK icon
57
Takeda Pharmaceutical
TAK
$55.1B
$2.06M 0.64%
111,300
+3,018
+3% +$53K
MRK icon
58
Merck
MRK
$324B
$1.93M 0.6%
16,079
+66
+0.4% +$7.62K
KLAC icon
59
KLA
KLAC
$275B
$1.85M 0.57%
12,580
– –
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.81M 0.56%
3,778
– –
ABBV icon
61
AbbVie
ABBV
$458B
$1.76M 0.54%
8,089
+21
+0.3% +$4.66K
IVZ icon
62
Invesco
IVZ
$13.3B
$1.68M 0.52%
69,017
+1,875
+3% +$49.1K
ORCL icon
63
Oracle
ORCL
$331B
$1.67M 0.52%
11,320
– –
GOOG icon
64
Alphabet (Google) Class C
GOOG
$3.9T
$1.61M 0.5%
5,601
– –
TU icon
65
Telus
TU
$16B
$1.6M 0.49%
124,443
+11,028
+10% +$149K
PFE icon
66
Pfizer
PFE
$140B
$1.59M 0.49%
56,466
+1,074
+2% +$28.6K
NOC icon
67
Northrop Grumman
NOC
$77B
$1.57M 0.49%
2,306
– –
BBUC
68
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.42B
$1.49M 0.46%
+47,431
New +$1.63M
V icon
69
Visa
V
$677B
$1.39M 0.43%
4,600
+1
+0% +$322
MAA icon
70
Mid-America Apartment Communities
MAA
$15.6B
$1.32M 0.41%
10,834
+261
+2% +$34.4K
VTR icon
71
Ventas
VTR
$48.9B
$1.29M 0.4%
15,726
+5
+0% +$409
CCK icon
72
Crown Holdings
CCK
$12.8B
$1.26M 0.39%
12,551
+432
+4% +$46.2K
AAPL icon
73
Apple
AAPL
$4.89T
$1.22M 0.38%
4,802
+2
+0% +$521
RCI icon
74
Rogers Communications
RCI
$17.7B
$1.15M 0.36%
30,021
+300
+1% +$11.4K
OMC icon
75
Omnicom Group
OMC
$22.7B
$1.12M 0.35%
14,904
+837
+6% +$64.9K
1 2
3
4 5

Similar funds

TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $323M AUM 24.17% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
UOC
University of Chicago Chicago, Illinois $323M AUM 14.1% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Gold Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Gold Investment Management held 205 positions worth $323M, up 3.1% from $313M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 2.4%. Gold Investment Management opened 1 new position and exited 4, leaving the 205-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 28% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q1 2026 buy was Brookfield Business Corp Class A Subordinate Voting Shares: 47,431 shares worth $1.49M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $598K increase.
  • Gold Investment Management's biggest Q1 2026 reduction was Tesla, cutting an estimated $2.14M.
  • Gold Investment Management fully exited Brookfield Business Partners in Q1 2026, selling an estimated $1.6M.
  • Gold Investment Management's ten largest holdings make up 28% of its $323M portfolio in Q1 2026.
  • Gold Investment Management opened 1 new position and closed 4 in Q1 2026.
  • Gold Investment Management's portfolio value rose 3.1% quarter-over-quarter to $323M.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.